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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,679,439 | $217,427+1132.3% | $185,837+1341.8% | $167,518+1499.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.80% | 148.39%-135.6pp | 122.08%-109.3pp | 478.71%-465.9pp |
| Employer contribution / active EE | $38,500 | $5,874+555.4% | $5,168+645.0% | $4,838+695.7% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,568+308.5% | $6,342+258.7% |
| Admin fee / account holder | $111,599 | $19,816+463.2% | $16,241+587.1% | $12,312+806.4% |